SupportPlatform CustomizationHow do I set up an assessment to be required before someone can access the platform?

How do I set up an assessment to be required before someone can access the platform?

Support Team

Posted by Support Team on September 10, 2020 — Updated on June 29, 2025

Using the platform, you can require that clients complete an assessment prior to accessing the platform.

Here’s how to set up an assessment to be required before clients can access the platform.

Link

1. Click “Account”.

Click 'Account'.

2. Click “Customize Platform”.

Click 'Customize Platform'.

3. Select required assessment.

On Platform Settings tab, scroll down to Custom Content section. Select the required assessment that is required for anyone to access their content.

Select required assessment.

4. Click “Save” button.

Click 'Save' button.

Now that you can set up a required assessment before clients can access your platform, you can ensure that you have everything you need to know about your clients.


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